Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RBB FUND TRUST (FEGE)

127 + Investors. Track Smart Money conviction in FEGE. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
5Q ▲
Buyers last Q
86%

Smart Money Signals — FEGE

Based on 127 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FEGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
127 hedge funds hold FEGE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +3075% more funds vs a year ago

fund count last 6Q
+123 new funds entered over the past year (+3075% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 86% buying

107 buying18 selling
Last quarter: 107 funds were net buyers (37 opened a brand new position + 70 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 37 → 34 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 77% entered in last year

1% conviction (2yr+) 22% medium 77% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~37 new funds/quarter

4 → 32 → 37 → 34 → 37 new funds/Q
New funds entering each quarter: 32 → 37 → 34 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

1% veterans 0% 1-2yr 99% new
Of 127 current holders: 126 (99%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
8 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FEGE

How many hedge funds hold FEGE — quarterly history vs. share price
Quarterly hedge fund ownership of FEGE vs. share price

Market Analysis: FEGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEGE

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FEGE
2026 Q1 Stats Unlock in 21 days 127 + Investors

Track Smart Money conviction in FEGE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 127 98 29.59%
13F Shares 13M 10M 33.73%
Total Value $622M $444M 39.99%
New Positions 37 34 +3
Increased Positions 70 49 +21
Closed Positions 8 4 +4
Reduced Positions 10 6 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FEGE

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Financial Highlights

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Institutional Holders (2026 Q1)

127 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEGE. Verified SEC 13F-HR filings.

Top 25 institutional holders of FEGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LifeGoal Investments, LLC 7.69% 283,902 $13.4M
2 MN Wealth Advisors, LLC 5.97% 261,124 $12.3M
3 Wolfstich Capital, LLC 2.00% 28,325 $2.3M
4 Lighthouse Wealth Management Inc. 1.47% 45,996 $2.2M
5 KWB Wealth 1.36% 298,673 $13.7M
6 Nautilus Advisors LLC 1.32% 41,081 $1.9M
7 NOVEM GROUP 0.79% 145,932 $6.9M
8 NavPoint Financial, Inc. 0.77% 40,486 $1.9M
9 Allegheny Financial Group 0.71% 111,410 $5.2M
10 Mesirow Financial Investment Management, Inc. 0.70% 917,976 $43.1M
11 Compass Ion Advisors, LLC 0.63% 141,407 $6.6M
12 Sprinkle Financial Consultants LLC 0.55% 25,206 $1.2M
13 Stegent Equity Advisors, Inc. 0.53% 13,199 $620K
14 Midwest Financial Group LLC 0.52% 25,768 $1.2M
15 Intelligent Financial Strategies 0.51% 20,903 $982K
16 Walker Asset Management, LLC 0.44% 17,403 $818K
17 Chemistry Wealth Management LLC 0.39% 46,631 $2.2M
18 PCG Wealth Advisors, LLC 0.38% 32,107 $1.5M
19 DEMMING FINANCIAL SERVICES CORP /ADV 0.37% 10,791 $507K
20 Ballast Rock Private Wealth LLC 0.37% 14,095 $662K
21 CERTIOR FINANCIAL GROUP, LLC 0.30% 10,048 $472K
22 RICHARDS, MERRILL & PETERSON, INC. 0.30% 17,165 $807K
23 MJT & Associates Financial Advisory Group, Inc. 0.29% 8,307 $390K
24 Bill Few Associates, Inc. 0.26% 22,982 $1.1M
25 LongView Wealth Management 0.23% 19,070 $935K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — RBB FUND TRUST (FEGE)

What does the Smart Money Trend signal show for FEGE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FEGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FEGE?

More buyers than sellers — 86% buying: Last quarter: 107 funds were net buyers (37 opened a brand new position + 70 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FEGE holders?

Smaller funds dominant — 18% AUM from top-100: 8 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FEGE?

Mostly new holders — 77% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.